TAIWAN: BEFORE THE OPEN, 10Jun2013

The Taiwan Relations Act still stands; DRAM makers in for a good 3Q; The national debt example; Mainland tourists swarm into Taiwan; Manufacturing sector labeled “blue light”; 14nm processes TSMC’s new challenge; Here’s what you need to know pre-open.
taiwan relations act
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Computex 2013 attracted 38,300 international buyers

computex 2013 4

From Want China Times:

The five-day computer trade show attracted 38,300 international buyers and visitors from 173 countries, up 6% from last year, said Thomas Huang, a section manager at the Taiwan External Trade Development Council.

KOREA: BEFORE THE OPEN, 10Jun2013

South Korea is so hot right now; More nuclear power coming online; STX Offshore receives more help; Who owns the STX Pan Ocean bonds; North and South reach an understanding; Korean tech is riding high; Here’s what you need to know pre-open.
heat wave
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Korean tech is taking over

android_apple

South Korean exports of tech products rose to record levels in May. Watch your back Tim Cook.

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KOREA: CLOSING WRAP, 09May2013

bank of korea

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S Korean IT exports show strong growth in April

Up 17.5% YoY

Yonhap News

Chinese software industry grew 25% in Q1

From DigiTimes:

China’s software industry generated total sales revenues of CNY618.861 billion (US$99.42 billion) in the first quarter of 2013, growing by 24.7% on year, according to statistics by the Ministry of Industry and Information Technology (MIIT).

Weak Yen crushes Taiwan’s exports to Japan

yen

From Want China Times:

The weak yen affected mainly export orders for information and telecommunication products, as well as electronics products, which fell by 8.6% and 18.0%, respectively, in the first quarter of this year, compared with the same period last year, Lin said.